About Mariner
Mariner is a Financial Services company based in Bellevue (United States) founded in 2005 by John Klevens, and was acquired by Mariner Wealth Advisors in September 2023. Personalized financial strategies are provided by Klevens Capital Management. It operates on a Professional Services model. Mariner offers products and services including Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, and Trust Services. Its focus areas include Financials, Wealth Management and Advisory Services. Its legal entity is Mariner Wealth Advisors, LLC. Its competitors include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed competitors have raised funding.
Company details
Comprehensive wealth management solutions are offered by Mariner to both individuals and businesses. Services include wealth planning, investment management, tax planning, estate planning, trust services, and insurance solutions for individuals. For businesses, institutional cash management, financial wellness programs, and specialty tax services are provided. Specialized advisory is extended to executives, professional athletes, dental and medical professionals, and business owners. A collaborative approach is emphasized, with in-house teams supporting advisors to deliver sophisticated financial strategies across various sectors.
- Headquarters Bellevue, United States
- Founders John Klevens
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website klevenscapital.com
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by Mariner Wealth Advisors (Sep 2023)
- Legal Name Mariner Wealth Advisors, Llc
- Investors
- Acquired byMariner Wealth Advisors
(Sep 2023)
Products & Services of Mariner
Mariner offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, and Trust Services.
Wealth planning strategies are developed for individual clients.
Investment portfolios are managed for optimal client returns.
Tax strategies are prepared to minimize client liabilities.
Estate plans are created to secure client legacies.
Trust solutions are provided for asset protection needs.
Apps and channels of Mariner
its YouTube channel Mariner has 2.72K subscribers and 30 videos.
Videos from Mariner
The most watched videos on Mariner's YouTube channel, Mariner (2.72K subscribers). Click a video to play it here.
More on Mariner.
Investors in Mariner
Mariner has secured backing from 1 investor. Prominent investors backing the company include Mariner.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to clients nationwide. | 2006 | marinerwealthadvisors.com | Overland Park, United States |
Investor details for Mariner
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- Complete investor list
- Round participation
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People of Mariner
1 people are tracked at Mariner (1 in leadership).
| Name | Role | Group |
|---|---|---|
John Klevens | Founder | Leadership |
Complete people profiles for Mariner
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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- Professional contacts
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Timeline of Mariner
2 dated milestones of Mariner across 18 years, from founding to its latest funding, stage changes and deals.
- Founded Mariner is founded.
- Exit Acquired by Mariner Wealth Advisors.
Competitors of Mariner
Mariner has 3 listed competitors in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. |
Detailed competitors of Mariner
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- Full competitor set
- Operating metrics
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- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Mariner (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Mariner
Mariner was founded in 2005.
Mariner is headquartered in Bellevue, United States. It is registered at Bellevue, Washington, United States.
Comprehensive wealth management solutions are offered by Mariner to both individuals and businesses. Services include wealth planning, investment management, tax planning, estate planning, trust services, and insurance solutions for individuals. For businesses, institutional cash management, financial wellness programs, and specialty tax services are provided. Specialized advisory is extended to executives, professional athletes, dental and medical professionals, and business owners. A collaborative approach is emphasized, with in-house teams supporting advisors to deliver sophisticated financial strategies across various sectors.
Mariner's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Mariner offers Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, and Trust Services.
Mariner has 1 investor. Key investors include Mariner.
Mariner operates through Mariner Wealth Advisors, Llc.
Yes. Mariner was acquired by Mariner Wealth Advisors in September 2023.